My name is Trishul Patel, CFP®, MBA. I’m a fee-only financial planner based in Port St. Lucie, Florida, and the founder of Investing Forever Advisory, a 100% virtual financial planning and investment management firm serving clients across the country. I achieved financial independence before age 40 by saving aggressively, investing thoughtfully, and being intentional about what mattered most to me. That experience ultimately shaped the work I do today: helping clients make smarter financial decisions so they can build greater security, flexibility, and freedom in their own lives. I’ve always been an entrepreneur, investor, and problem solver at heart. As a kid, I soldered analog circuits, built computers, and programmed simple games. That curiosity eventually took me to Cornell University, where I earned a Bachelor of Science, a Master of Engineering, and an MBA. My professional career has taken me through technology, banking, trading, and investment management. I designed large-scale financial applications for major global banks, managed an exotic options book for a private firm in Southeast Asia that generated more than $750 million in sales over three years, and later served as a hedge fund portfolio manager responsible for more than $100 million in assets. Those experiences taught me to think critically, question assumptions, and look beyond conventional answers. Today, I bring that same mindset to financial planning. I enjoy taking complex financial problems, understanding what really matters, and turning them into clear, practical decisions. What motivates me most is helping people use money intentionally to create the life they want. I’m endlessly curious, enjoy thoughtful debate, and genuinely love learning about investing, markets, technology, and the many ways people define a successful life. When I’m not helping clients pursue their financial and investment goals, you’ll usually find me writing, podcasting, biking, and hiking with my wife and daughter.

Nicholas Silva is the sole advisor at N.A. Silva & Company, Inc., an independent firm based in Fort Pierce, FL. He holds a Series 65 designation and has three years of industry experience. His prior roles include positions at Grand Bay Investments, Silva & Associates, and Raymond James. N.A. Silva & Company provides discretionary asset management and financial consulting to individuals, high-net-worth clients, and business entities. The firm combines fundamental, technical, cyclical, and quantitative analysis to develop tailored investment strategies and also offers business-focused consulting services such as capital structure advice and cash-flow forecasting.

Samuel Bruning is the sole advisor at Southern Magnolia Investment Management LLC in Port Saint Lucie, FL, holding a Series 66 credential with 20 years of industry experience. His prior career includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2009 to 2019. Outside of his advisory work, he serves in multiple nonprofit leadership roles, including president of Project Graduation of Martin County and treasurer positions at several local organizations, and operates a small sports memorabilia business. Southern Magnolia provides discretionary investment management and financial consulting to individuals, high-net-worth clients, trusts, estates, and other registered investment advisers. The firm employs a fundamentals-driven, generally long-term investment approach using a mix of mutual funds, ETFs, individual equities and bonds, and occasionally alternative investments or options, with portfolios customized by strategic asset allocation, retention of legacy holdings, and periodic rebalancing.

Edward Wildman is a financial advisor with Edward R. Wildman, CPA, LLC in Port St Lucie, FL. He holds the PFS™ designation and a Series 65 license, with 18 years of experience in the industry. Wildman is also a shareholder in a dormant CPA firm, Johnson, Mattson & Wildman, PA, and is licensed as a health and life insurance agent in Florida. His firm provides advisory services to a mix of individual and institutional clients, including trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. It combines traditional tax and accounting services with SEC-registered investment advisory, employing a value-driven, fundamentally based, long-term investment approach tailored through client-specific Investment Policy Statements.

William Donner is a financial advisor at Donner's Financial Services Inc. in Port St. Lucie, FL, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Foresters Equity Services, Inc. from 2015 to 2018. Outside of advising, he is an independent insurance agent and coaches basketball at Redford Union High School. Donner's Financial Services Inc. provides portfolio management, financial planning, and asset allocation services for individuals, corporations, and other advisers. The firm uses a combination of model portfolios, third-party managers, and analytical methods with a focus on long-term holdings and offers both discretionary and non-discretionary management.

Douglas Petersen is a financial advisor with Amidon & Petersen Financials, LLC in Fort Pierce, FL, holding Series 63 and 65 licenses and bringing 34 years of industry experience. He has worked at Commonwealth Financial Network, Cadaret, Grant & Co., Inc., and GWN Securities Inc. prior to his current role. Petersen is also involved in fixed insurance sales, dedicating a small portion of his time to this activity. Amidon & Petersen Financials provides financial planning, discretionary portfolio management, and pension consulting to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm emphasizes tailored portfolios with a mix of model portfolios, third-party managers, and structured products, and is notable for its disclosure practices, pension plan consulting, and active service to charitable clients.

Wallace Legg is a CFP® professional with 16 years of experience in financial advising. He has been operating W. V. Legg Financial Management LLC since 2012 in Port St Lucie, FL. The firm provides portfolio management and pension consulting services to individual investors and a select group of corporate and employee benefit plan clients. It manages approximately $22.8 million, focusing on non-discretionary, client-directed advice that incorporates both fundamental and technical analysis with an emphasis on mutual funds and ETFs. The firm is notable for its specialized pension consulting services and its work with corporate plan sponsors, including compliance with ERISA fiduciary requirements.

Michael Burr is a Series 66 licensed advisor with Steady Returns in Charlotte, NC, where he has worked since 2013. He has 19 years of industry experience. Steady Returns provides discretionary investment supervisory services primarily to individual and high-net-worth clients, tailoring Investment Policy Statements to client goals, tax situations, and risk tolerances. The firm manages diversified portfolios using a combination of fundamental, technical, and cyclical analysis, employing long- and short-term trading, options writing, and a proprietary Healthcare Boom Strategy.

Christopher Burr is a financial advisor at Steady Returns with 16 years of industry experience. He holds a Series 66 designation and has worked at Steady Returns, LLC since 2013. Outside of his advisory role, Burr is a licensed insurance agent and participates in a college planning program at Treasure Coast College. Steady Returns provides discretionary investment supervisory services primarily to individual and high-net-worth clients, creating tailored Investment Policy Statements based on each client’s goals, tax situation, and risk tolerance. The firm employs a range of securities and combines multiple analysis methods with both long- and short-term trading and options strategies.

George Gerner Jr. is a Series 65-licensed financial advisor with 13 years of experience, currently serving at TRG Capital Management, Inc. since 2013. He is based in Hutchinson Island, Florida. TRG Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, and pooled investment vehicles. The firm employs a mix of fundamental and technical analysis, offering tailored portfolios that incorporate multiple strategies and tactical risk-management tools.

Manuel Menendez is a financial advisor at CPR Financial & Insurance Services, Inc. with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at CPR Financial since 2015. In addition to his advisory role, he is an independent insurance agent involved in the sale of insurance-related products. CPR Financial & Insurance Services provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate retirement plans. The firm integrates fundamental analysis with individualized investment policies and utilizes multiple platforms and sub-advisors to manage client portfolios.

Lauren Desmarteaux is a financial advisor at Preserve Private Wealth, LLC with Series 65 and Series 63 credentials and one year of industry experience. She previously worked at SlateStone Wealth from 2018 to 2023. Preserve Private Wealth, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management and customized Investment Policy Statements. The firm employs a combination of fundamental and quantitative analysis with a long-term trading approach, managing a relatively large asset pool for a small client base and providing access to a diverse range of investment vehicles.

Richard Kesner is a financial advisor at The Commonwealth Group LLC with 31 years of industry experience. He previously worked at Stoever Glass Wealth Management and Measured Wealth Private Client Group. The Commonwealth Group LLC provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, corporations, retirement plans, foundations, and endowments. The firm focuses on fundamental analysis and long-term investment strategies, offering tailored portfolio management and financial oversight to its clients.

Mark Huber is a financial advisor at You First Financial LLC in Port Saint Lucie, FL, holding a Series 65 designation with three years of industry experience. He is also the owner of Sandbar Financial and Insurance LLC, where he is involved in insurance sales and services, and owns Huber Enterprises LTD, an online sales business. You First Financial LLC is a small, owner-operated advisory firm with two advisors managing approximately $18.4 million in discretionary assets. The firm primarily serves individual clients, including both high-net-worth and non-HNW households, offering discretionary portfolio management, comprehensive financial planning, and consulting through a combination of digital platforms and third-party money managers.

Marshall Gilman is a ChFC® credentialed financial advisor with 29 years of industry experience. He is currently with Onyx Bridge Wealth Group LLC and has previously worked at Purshe Kaplan Sterling Investments, Foresight Wealth Management, and SSN Advisory, Inc. Outside of his advisory role, Gilman is involved in fixed insurance sales and business reorganization consulting. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities by providing asset management, financial planning, and retirement plan consulting. The firm utilizes third-party research and a multi-faceted investment approach, offering tailored portfolio management and ongoing reviews aligned with clients’ goals and risk tolerances.

Joseph Sullivan is a financial advisor at RMR Wealth Management in Port St Lucie, FL, holding Series 63 and Series 65 designations with three years of industry experience. He previously worked at JWS Capital Management LLC for five years and JWS Compliance LLC for five years. RMR Wealth Management serves individuals, retirement plans, and corporate clients through discretionary portfolio management and multiple managed-account programs, including Separately Managed Accounts and Multi-Manager portfolios. The firm utilizes third-party platforms and managers, tailoring portfolios to client objectives, time horizon, and risk tolerance.

Andrey Kolpakov is a financial advisor at Motiv8 Investments LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including BBVA Insurance Agency Inc. and JP Morgan Securities LLC. Motiv8 Investments LLC provides portfolio management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers customized investment advice using a variety of asset classes and combines fundamental, technical, cyclical, and charting analysis, while providing both discretionary and non-discretionary management.

Christina Kemprecos is a financial advisor at Motiv8 Investments LLC with 27 years of industry experience. She has held roles at JWKODAK Capital Management, Coast to Coast Financial Planning, and operates Christina Kemprecos, CTFA. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a variety of analytical methods and strategies, tailoring advice to client goals and risk tolerance while utilizing custodial and third-party platforms to manage and rebalance portfolios.

Michael Mc Gee is a financial advisor at Hudson Advisor Services, Inc. with 14 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Northern Trust, and Hawthorn Family Office. He serves as a board member on two nonprofit organizations focused on hospice care in Vero Beach, Florida. Hudson Advisor Services provides investment management and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm constructs customized portfolios using fundamental, technical, and cyclical analysis and manages approximately $310 million in assets across diverse client relationships.

Thomas Darden is a CFP® professional at Jim Saulnier & Associates, LLC with eight years of industry experience. He has been with the firm since 2019 and previously held roles at Bank of America and Merrill Lynch. He is also a licensed insurance agent. Jim Saulnier & Associates serves individual and high-net-worth clients, focusing on those approaching or in retirement. The firm offers retirement and financial planning, portfolio management, and tax-focused planning, using a passive investment approach with discretionary management and a fixed-fee structure.